AA Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
22,808
+2,196
| +11% | +$51.5K | 0.12% | 106 |
|
|
2025
Q1 | $485K | Buy |
20,612
+520
| +3% | +$12.2K | 0.12% | 104 |
|
|
2024
Q4 | $474K | Sell |
20,092
-2,226
| -10% | -$52.5K | 0.13% | 101 |
|
|
2024
Q3 | $529K | Buy |
22,318
+1,695
| +8% | +$40.2K | 0.15% | 98 |
|
|
2024
Q2 | $484K | Buy |
20,623
+1,704
| +9% | +$40K | 0.17% | 101 |
|
|
2024
Q1 | $448K | Buy |
+18,919
| New | +$448K | 0.18% | 97 |
|